Work in Excel. Be in Salesforce.
Apttus offers tools to manage vendors, contracts, deliverables and finances in Salesforce. If you are spending hours:
- Manually entering vendor information into your system;
- Recalculating contracted, forecasted and actual amounts on a monthly basis;
- Moving payment data into and out of Excel, Oracle, Salesforce, SAP, etc;
CloudBase and X-Author by Apttus can change your work life.
Bring Excel processes into a Salesforce platform
Deliver all the Excel capabilities that users want but move the data, permissions, reporting, routing, and controls to Salesforce.
Power data loading and maintenance
Quicker and easier data loading (CRUD) within and across Salesforce orgs for multiple objects and worksheets simultaneously – without leaving Excel. No more copying/pasting or CSVs!
Move data between Salesforce orgs up to 80% faster! No more single object migration, copying and pasting of record ID’s, or CSV’s – just fast and easy migration of data for unlimited objects simultaneously
Salesforce user adoption and productivity
Boost productivity 10x – 100x and delight Salesforce users by enabling them to safely work using Excel while in Salesforce